STMicroelectronics, Infineon up after JPM puts co's on positive catalyst watch
ReutersJun 30, 2025 7:36 AM
Shares in STMicroelectronics STMPA.PA and Infineon IFXGn.DE rise around 2% after J.P.Morgan placed the companies on positive catalyst watch ahead of their results
JPM says it's raising is estimates on STMicro on signs of recovery in the microcontroller unit market in China, bringing its 2025 revenue and EBIT estimates 5% and 32% above consensus, respectively
Still, it retains its "neutral" rating on STMicro citing ongoing tariff-related uncertainties and demand trends potentially remaining volatile in the near term
On Infineon, JPM says that end market restocking could support guidance hike for end-September quarter and full 2025
STMicro reports its Q2 results on July 24, while Infineon's Q3 results are due on August 5
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